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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $763,696 |
BLACKROCK2 years Filed as: BLACKROCK CORP Service code 51 · EIN 94-3289737 | Investment Mgmt Fees | $201,008 |
NORTHERN TRUST COMPANY2 years Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $147,258 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $27,462 |
BALLARD SPAHR LLP2 years Filed as: BALLARD SPAHR ANDREWS AND INGERSOLL Service code 51 · EIN 23-0382195 | Investment Mgmt Fees | $21,015 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $19,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 17.65% | 19.60%-2.0pp | 11.12%+6.5pp | 17.84%-0.2pp |
| Employer contribution / active EE | $12,605 | $16,438-23.3% | $22,651-44.4% | $14,688-14.2% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |